Observations
- Millionaire
Estimated Net Worth
- $7.0 M - $29.6 M
Salary
- $140 K
Employment
- Started 03/24/2024
Records
Financial Disclosure Details - OGE Form 278e (04/30/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Charles Schwab Retirement Account | |||
1.1 | Vanguard Target Ret Tr 2050 II (VTR50) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, D.C., District of Columbia | I will continue to participate in this defined contributed plan. The plan sponsor ceased making contributions at my separation. Additionally, I have not made any contributions since I separated from the firm in 2018. | 5/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Blackrock Liq Fds Fedfund-In (TFDXX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | Doubleline Total Ret Bd-I (DBLTX) | $15,001 - $50,000 | $2,501 - $5,000 | |
4 | Eaton Vance Inc Fd Bostn-Ins (EIBIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | Metropolitan West Total Return Bd-I (MWTIX) | $15,001 - $50,000 | $2,501 - $5,000 | |
6 | Voya Securitized Credit-I (VCFIX) | $15,001 - $50,000 | $2,501 - $5,000 | |
7 | Evercore Equity Fund (EWMCX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
8 | Artisan Intl Value Fund-Ins (APHKX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Mnsty Mcky H/Y Muni Bnd-I (MMHIX) | None (or less than $1,001) | $201 - $1,000 | |
10 | Blackrock Liq Fd Treasury-In (TTTXX) | None (or less than $1,001) | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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